Case Inventory Summary Report Selection Criteria

Use the following selection criteria to narrow down the accounts to be included on this report.  Otherwise, the report will list all accounts for all clients with a  close date on or after the default date.

• Client: Select to include All Clients, a Client Group, a Single Client or a Client Set only accounts with this client selection will be eligible for inclusion on this report.
• Status Code: Select to include accounts with All Status Codes, a Status Code Range or  Status Code(s) From List only accounts with the selected status codes will eligible for inclusion on this report.
• List Client Name: Click Yes radio button to list Client Name on report. Otherwise, click No to not list client name on report.  
• Report title: The report title will default to Case Inventory Summary Report. To change the title, click in text box and enter new name.
• Posted Interest: To show only the posted interest on the selected accounts, check the Posted Interest Only box.  Otherwise, the report will list all interest including New Interest.
• Interest As Of: Click the button and select the Interest As Of date to show all interest including new interest through the selected date.
• Sort Order: Click the arrow and select to order they report by Client Id or Client Name.
• Case Closed On/After: Click the button and select the Cases Closed On/After date.  Only accounts that have a closed date on or after the selected date.   To include all accounts, delete the date.  
• Inactive Accounts: Click check box to have Inactive Accounts included on the report.
• Save Settings: To save these report settings, click the button.   Users do not have to save settings to run the report with the current selections.   The save settings option can be used as a short cut when running future reports.  Select the most common settings and click the button.   The next time this report accessed it will show the settings that were saved.    
• Print: To generate report click Print. Then select to print to File, Printer, Screen or Cancel generation of report.
• Case Inventory Summary Report Sample